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Intuit: Jefferies adjusts target after quarterly results

(CercleFinance.com) - Jefferies reiterates its 'buy' recommendation on Intuit shares, nudging up its target price for them from $790 to $800, the day after quarterly results reflecting a solid start to the accounting and tax software company's 2025 fiscal year.


The broker points to exceeded expectations in all segments, notably by around $100m at Credit Karma, and a two-point acceleration in revenue growth in the online ecosystem for small businesses.

Jefferies adds that it appreciates the good progress of Intuit's mid-market strategy, as well as a 40bp above-consensus operating margin of 29%, and the continuation of share buybacks over the past quarter.


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